Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EVERCORE WEALTH MANAGEMENT LLC | 02-14-2024 | 12-31-2023 | 743 | 5,964,089,979 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LULULEMON ATHLETICA INC | COM | 351 | $411,588 | 805 | 0.00 | 805 | +Inf | 12-31-2023 | |
| ZIMMER BIOMET HOLDINGS INC | COM | 352 | $408,060 | 3,353 | 0.00 | 0.00 | 11 | 0.33 | 12-31-2023 |
| LIVENT CORP | COM | 353 | $404,550 | 22,500 | 0.00 | 0.00 | -11 | -0.05 | 12-31-2023 |
| WEBSTER FINL CORP | COM | 354 | $403,339 | 7,946 | 0.00 | 7,946 | +Inf | 12-31-2023 |
